Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,928 | $73,787+82.9% | $98,716+36.7% | $82,448+63.7% |
| Participation rate | 53.7% | 61.4%-7.7pp | 69.3%-15.6pp | 68.1%-14.3pp |
| Annual return | 12.04% | 18.57%-6.5pp | 31.81%-19.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $355 | $1,511-76.5% | $2,279-84.4% | $2,551-86.1% |
| Participant deferral / active EE | $3,771 | $3,081+22.4% | $4,048-6.8% | $4,139-8.9% |
| Admin fee / account holder | $3,235 | $6,500-50.2% | $8,703-62.8% | $7,234-55.3% |